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WTB

Washington Trust Bank Portfolio holdings

AUM $1.36B
1-Year Est. Return 21.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$383M
AUM Growth
+$64.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
915
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$8.19M
3
+$8.17M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$7.35M
5
EMLC icon
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
+$4.19M

Top Sells

1
+$8.22M
2
+$1.59M
3
+$1.24M
4
IBM icon
IBM
IBM
+$1.19M
5
NMM icon
Navios Maritime Partners
NMM
+$1.07M

Sector Composition

1 Industrials 15.11%
2 Financials 13.19%
3 Healthcare 8.77%
4 Technology 8.52%
5 Consumer Staples 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$2K ﹤0.01%
100
827
$2K ﹤0.01%
57
828
$2K ﹤0.01%
34
829
$2K ﹤0.01%
600
830
$2K ﹤0.01%
100
831
$2K ﹤0.01%
50
832
$2K ﹤0.01%
+90
833
$2K ﹤0.01%
20
834
$2K ﹤0.01%
40
835
$2K ﹤0.01%
11
836
$1K ﹤0.01%
100
837
$1K ﹤0.01%
12
838
$1K ﹤0.01%
6
839
$1K ﹤0.01%
35
840
– –
0
841
$1K ﹤0.01%
+23
842
$1K ﹤0.01%
125
843
$1K ﹤0.01%
30
844
$0 ﹤0.01%
1
845
– –
-255,007
846
– –
-1,100
847
– –
-17,000
848
– –
-1,405
849
– –
-3,675
850
– –
-893
32 33
34
35 36